Help clients keep retirement plans on track – even during a disability

DI Retirement Security

DI Retirement Security helps individuals continue saving for retirement if they become too sick or hurt to work. It is issued as a non-cancelable, guaranteed renewable Individual Disability Income (DI) insurance policy (HH750). Now available for individuals working over 20 hours a week!

In the event of a disability, benefits are paid to an irrevocable trust where the funds are invested. Several investment options are available, including trust options, an annuity and mutual funds. Go to www.principal.com/bankerstrust for trust information.

DI Retirement Security is not available to anyone who is over-insured based on Principal Life’s current Issue and Participation guidelines.

1 Available when three or more employees with a common employer purchase IDI solutions from the same producer.
2 Required on all DI business in specific states; optional on multi-life cases for other states.
3 Not approved in all states.